Our recordkeeping and administration services help clients manage the risk associated with defined contribution retirement plan regulatory compliance and provide worry-free recordkeeping services to free up time that your human resources team may devote to other priorities.

Our approach includes investment open-architecture, full operational flexibility, and complete fee transparency and disclosure, characteristics which are fairly unique in the industry. You can rest assured that as a plan sponsor, you are in compliance with IRS, DOL, and ERISA rules and regulations and benefit from Findley Davies’ complete fee transparency and disclosure.

We partner with clients to implement a successful retirement plan that supports the organization and participant-level objectives. As a plan sponsor, you will:

Understand and execute fiduciary responsibilities

Benefit from complete operational flexibility allowing you to build a retirement plan focused on specific needs

Be able to provide participants with access to superior, best-in-class investments through a true open architecture administrative platform

Consolidation of plans and an independent, objective vendor search that included a thorough study of the costs and capabilities of retirement plan providers helped this Company reduce overall retirement plan expenses.